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FCBSX vs JVMRX
FCBSX vs JVMRX Comparison
Open Charts FCBSX vs JVMRX
Franklin Mutual U.S. Mid Cap Value C
Price$33.74
Change-$0.53 (-1.55%)
VolumeN/A
Net Assets786.18M
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
FCBSX vs JVMRX Comparison Chart
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FCBSX vs. JVMRX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FCBSX is a Hold and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. FCBSX (786M). JVMRX pays higher dividends than FCBSX: JVMRX (0.93) vs FCBSX (0.35). FCBSX was incepted earlier than JVMRX: FCBSX (24 years) vs JVMRX (13 years). FCBSX is a more actively managed with annual turnover of: 64.21 vs. JVMRX (41.00). FCBSX has a lower initial minimum investment than JVMRX: FCBSX (1000) vs JVMRX (1000000). FCBSX annual gain was more profitable for investors over the last year : 4.02 vs. JVMRX (-1.71). JVMRX return over 5 years is better than : 25.72 vs. FCBSX (6.43).
| FCBSX | JVMRX | FCBSX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 2.897 | 2.079 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 22.5B | 3% |
| Annual Yield % from dividends | 0.35 | 0.93 | 37% |
| Returns for 1 year | 4.02 | -1.71 | -235% |
| Returns for 3 years | 1.63 | 4.02 | 41% |
| Returns for 5 years | 6.43 | 25.72 | 25% |
| Returns for 10 years | -17.64 | 38.31 | -46% |
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